See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,680 | $91,538-0.9% | $129,995-30.2% | $75,163+20.6% |
| Participation rate | 51.5% | 71.4%-19.9pp | 78.5%-27.0pp | 67.2%-15.7pp |
| Annual return | 13.29% | -631.11%+644.4pp | -137.18%+150.5pp | 160.62%-147.3pp |
| Employer contribution / active EE | $1,912 | $2,845-32.8% | $4,320-55.7% | $2,670-28.4% |
| Participant deferral / active EE | $2,513 | $4,341-42.1% | $5,820-56.8% | $4,125-39.1% |
| Admin fee / account holder | $836 | $6,790-87.7% | $10,614-92.1% | $5,651-85.2% |